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Egerton Capital (UK)’s LPL Financial LPLA Stock Holding History

Egerton Capital (UK)’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-254,813
Closed -$91M – 27
2025
Q4 		$91M Buy
+254,813
New +$90.1M 0.99% 23
2025
Q3 		– Sell
-832,516
Closed -$312M – 28
2025
Q2 		$312M Sell
832,516
-38,749
-4% -$13.6M 3.2% 17
2025
Q1 		$285M Buy
871,265
+613,555
+238% +$214M 3.29% 16
2024
Q4 		$84.1M Buy
+257,710
New +$76.2M 0.97% 25
2023
Q2 		– Sell
-1,019,727
Closed -$206M – 26
2023
Q1 		$206M Sell
1,019,727
-208,517
-17% -$47.7M 2.23% 16
2022
Q4 		$266M Buy
1,228,244
+13,720
+1% +$3.21M 2.28% 16
2022
Q3 		$265M Buy
1,214,524
+103,214
+9% +$22M 2.06% 20
2022
Q2 		$205M Buy
1,111,310
+311,849
+39% +$59.2M 1.38% 20
2022
Q1 		$146M Buy
+799,461
New +$139M 0.77% 22

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Egerton Capital (UK)'s LPLA Position: Q1 2026 in Review

Egerton Capital (UK) sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 254,813 shares — an estimated $91M sold.

Egerton Capital (UK) first reported a position in LPLA in Q1 2022 and held it in 9 quarters. The position peaked at $312M in Q2 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Egerton Capital (UK) reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Egerton Capital (UK) sold 254,813 LPL Financial shares in Q1 2026, an estimated $91M.
  • Egerton Capital (UK) first reported a position in LPL Financial in Q1 2022 and held it in 9 quarters.
  • Egerton Capital (UK)'s LPL Financial position peaked at $312M in Q2 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Egerton Capital (UK)'s 13F filing for Q1 2026, filed 13 May 2026.